Fmb Wealth Management Dimensional ETF Tr Inflation P Transaction History
Fmb Wealth Management
- $167 Million
- Q2 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Fmb Wealth Management holds 29,242 shares of DFIP stock, worth $1.23 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
29,242
Previous 29,874
2.12%
Holding current value
$1.23 Million
Previous $1.25 Million
2.55%
% of portfolio
0.73%
Previous 0.88%
Shares
7 transactions
Others Institutions Holding DFIP
# of Institutions
148Shares Held
16MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.3 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.5 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$33.2 Million4.57% of portfolio
-
Hemington Wealth Management766KShares$32.2 Million4.64% of portfolio